ROUS vs PDT

Comparison between HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF) and John Hancock Premium Dividend Fund (PDT, ETF).

5-Year PerformanceROUS has outperformed PDT, delivering a return of +12.2% compared to +2.2%

ROUS vs PDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROUS(ETF)	PDT(ETF)
Net Assets	$706M	$704M
Expense Ratio	0.19%	N/A
Max Drawdown	35.51%	62.63%
Sharpe Ratio	1.70	-0.18
5Y Beta	0.77	0.40
P/E Ratio	21.77	N/A
Forward P/E	17.05	N/A
5Y Dividends CAGR	5.61%	-3.45%
5Y EPS CAGR	15.87%	N/A
Debt to Equity	125.28%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	4.00	N/A

Net Assets

Winner

ROUS

$706M

PDT

$704M

Expense Ratio

ROUS

0.19%

PDT

N/A

Max Drawdown

Winner

ROUS

35.51%

PDT

62.63%

Sharpe Ratio

Winner

ROUS

1.70

PDT

-0.18

5Y Beta

ROUS

0.77

Winner

PDT

0.40

P/E Ratio

ROUS

21.77

PDT

N/A

Forward P/E

ROUS

17.05

PDT

N/A

5Y Dividends CAGR

Winner

ROUS

5.61%

PDT

-3.45%

5Y EPS CAGR

ROUS

15.87%

PDT

N/A

Debt to Equity

ROUS

125.28%

PDT

N/A

P/S Ratio

ROUS

1.59

PDT

N/A

P/B Ratio

ROUS

4.00

PDT

N/A

ROUS vs PDT - Historical Returns

Returns include dividend reinvestment.

Period	ROUS	PDT
1 month	+2.75%	-1.96%
3 months	+3.76%	-1.04%
6 months	+11.92%	-3.21%
1 year	+24.46%	+0.98%
5 years(CAGR)	+12.24%	+2.23%
10 years(CAGR)	+12.79%	+5.33%
Max(CAGR)	+11.13%	+9.03%

Winner

ROUS

+2.75%

PDT

-1.96%

Winner

ROUS

+3.76%

PDT

-1.04%

Winner

ROUS

+11.92%

PDT

-3.21%

Winner

ROUS

+24.46%

PDT

+0.98%

5Y(CAGR)

Winner

ROUS

+12.24%

PDT

+2.23%

10Y(CAGR)

Winner

ROUS

+12.79%

PDT

+5.33%

Max(CAGR)

Winner

ROUS

+11.13%

PDT

+9.03%

ROUS vs PDT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ROUS	PDT
2026	+17.67%	+3.72%
2025	+15.43%	+7.88%
2024	+18.00%	+28.48%
2023	+14.99%	-10.25%
2022	-9.33%	-16.41%
2021	+29.26%	+27.89%
2020	+6.33%	-14.36%
2019	+23.32%	+38.87%
2018	-9.89%	-11.60%
2017	+22.59%	+20.46%
2016	+13.65%	+25.22%
2015	-3.15%	+7.79%
2014	N/A	+26.06%
2013	N/A	-6.71%
2012	N/A	+8.08%
2011	N/A	+25.48%
2010	N/A	+25.49%
2009	N/A	+47.06%
2008	N/A	-21.88%
2007	N/A	-7.93%
2006	N/A	+19.70%
2005	N/A	-7.29%
2004	N/A	+9.54%
2003	N/A	+25.14%
2002	N/A	-2.21%
2001	N/A	+12.40%
2000	N/A	+19.49%
1999	N/A	-10.19%

ROUS vs PDT Drawdown Comparison

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The maximum drawdown for PDT was -62.37%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current ROUS drawdown is -1.58%. The current PDT drawdown is -3.92%.

Rank	ROUS	PDT
#1	-35.51% Feb 14, 2020 - Dec 1, 2020	-62.37% Feb 20, 2020 - Jun 4, 2021
#2	-21.19% Aug 29, 2018 - Nov 8, 2019	-52.75% May 21, 2007 - Sep 30, 2009
#3	-18.91% Dec 29, 2021 - Dec 1, 2023	-40.45% Nov 17, 2021 - May 30, 2025
#4	-16.52% Mar 24, 2015 - Nov 14, 2016	-21.71% Sep 7, 2016 - Apr 18, 2017
#5	-15.81% Nov 26, 2024 - Jun 30, 2025	-20.67% Mar 29, 2004 - Oct 18, 2004
#6	-9.82% Jan 29, 2018 - Aug 20, 2018	-19.39% May 8, 2013 - Apr 30, 2014
#7	-5.97% Feb 27, 2026 - Apr 9, 2026	-18.63% Jul 6, 2018 - Feb 8, 2019
#8	-5.40% Mar 28, 2024 - Jun 18, 2024	-17.19% Nov 18, 1999 - Sep 1, 2000
#9	-5.29% Jul 16, 2024 - Aug 19, 2024	-17.12% Jun 3, 2002 - Jan 8, 2003
#10	-5.21% Sep 2, 2021 - Oct 21, 2021	-16.62% Jul 12, 2005 - Dec 15, 2006
#11	-4.77% Nov 16, 2021 - Dec 15, 2021	-15.58% Jun 29, 2012 - Apr 23, 2013
#12	-4.71% Oct 27, 2025 - Nov 28, 2025	-14.14% Jul 14, 2011 - Nov 17, 2011
#13	-4.18% Feb 12, 2021 - Mar 11, 2021	-13.31% Dec 22, 2017 - Jul 5, 2018
#14	-3.83% Aug 30, 2024 - Sep 19, 2024	-11.31% Jul 3, 2003 - Oct 31, 2003
#15	-3.64% May 7, 2021 - Jun 11, 2021	-10.31% May 3, 2010 - Jul 12, 2010

Correlation

Correlation between ROUS and PDT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

ROUS vs PDT dividend yield comparison.

Year	ROUS	PDT
2026	0.57%	5.35%
2025	1.52%	7.80%
2024	1.62%	7.77%
2023	1.91%	10.14%
2022	1.88%	9.04%
2021	1.38%	6.42%
2020	2.01%	8.43%
2019	2.12%	6.70%
2018	1.89%	8.69%
2017	1.54%	9.94%
2016	1.97%	9.15%
2015	1.62%	7.88%
2014	0.00%	6.66%
2013	0.00%	10.82%
2012	0.00%	6.68%
2011	0.00%	7.30%
2010	0.00%	7.58%
2009	0.00%	7.57%
2008	0.00%	9.95%
2007	0.00%	6.14%
2006	0.00%	5.49%
2005	0.00%	7.45%
2004	0.00%	6.78%
2003	0.00%	7.16%
2002	0.00%	10.52%
2001	0.00%	7.06%
2000	0.00%	3.08%